AI and the Economy

AI and the economy: $660B capex, 300M jobs exposed, zero productivity impact so far, 74% value concentration.

Macroeconomic Trends and Analysis

AI and the Economy: How Artificial Intelligence Is Reshaping Jobs, Productivity, and Growth

AI and the Economy: AI investment is driving nearly 40% of US GDP growth in 2026, yet Goldman Sachs calculates...

April 16, 2026